đšPOWELL JUST SPOKE â HEREâS WHAT IT REALLY MEANS (and how weâre playing it)đ
Alright squad, letâs break this down *our way* â no boring suitspeak, just straight facts and what it means for us *using our instrus* đ»đ
đ»THE FED CUT RATES BY 25BPS â YAWN, THAT WAS EXPECTED.
The real juice came from Powellâs press conference. Letâs unpack it:
đ Inflation:
Powell admitted prices are creeping up again, thanks to *goods and tariffs*. But long-term inflation expectations are still anchored at 2%.
Translation using our lens: Short-term CPI spikes â long-term problem. Thatâs why Powellâs not panicking. *We donât panic either. We position.
đ Jobs + Growth:
He lowkey admitted the *labor market is softening* â jobs slowing, consumer spending dipping, GDP growth fading.
Thatâs big. Weâve been watching our economic models flag this for weeks. The Fed's now seeing what we saw.
*đŠ Tariffs:*
Yes, theyâre inflationary⊠for now. But Powell called it temporary.
So weâre not adjusting our midterm inflation outlook just yet.
*đĄ Policy Outlook (aka this is where it gets good):
No 50bps cut for now â this was a *risk management cut*. But Powell made it clear: *if data weakens, more cuts are coming
And hereâs the alpha:
First cut = signal.
Next cuts = gas.
Our instrus show every cycle begins this way â the first rate cut looks âmehâ... then *BOOM*, liquidity flows and we fly đ
đŻTrade Setup (Simple):
Short-term: expect chop. Let the dust settle.
Long-term: We keep buying the dips on strength â BTC, ETH, SOL, and *our AI/infra alts* lined up. Weâre NOT going risk-off now.
The instrus already flipped bullish on the next liquidity wave forming.
*Pro Tip:* Don't chase green candles. Accumulate quality early. Use rate cut reactions as loading zones.
TLDR â OUR STRATEGY:
Fed is easing into a cutting cycle. Inflation noise will fade, but macro weakness will force their hand.
That means *more rate cuts = more liquidity = more pump
Crypto eats first đœïž
